Setup › Company › Preferences

Renaming Records and Transactions

Replace the standard label of a record with wording your business already uses. The new label appears on menus, forms, lists, search results and printed documents. Field IDs, saved searches and scripts are unaffected.

Before you rename

Leave a field blank to keep the standard label. Renaming takes effect for all users at the next login, and help content continues to use the standard names.

Record labels
Standard nameCustom singular nameCustom plural name
Customer
Customers
Vendor
Vendors
Item
Items
Sales Order
Sales Orders
Invoice
Invoices
Bill
Bills
Estimate
Estimates
Opportunity
Opportunities
Employee
Employees
Contact
Contacts
Journal Entry
Journal Entries
Payment
Payments
Credit Memo
Credit Memos
Purchase Order
Purchase Orders
MC